Kotak Global Emerging Market Fund Direct Growth

Kotak Global Emerging Market Fund Direct Growth is an equity fund. This fund was started on 4 January, 2013. The fund is managed by Arjun Khanna. The fund could potentially beat inflation in the long-run.

1. Kotak Global Emerging Market Fund Direct Growth has ₹89 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
2. The fund has an expense ratio 1.3.
   

Kotak Global Emerging Market Fund Direct Growth has given a CAGR return of 6.21% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 6.37%, 8.86% and 10.18% respectively.

Kotak Global Emerging Market Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Tech, Consumer Cyclical, Basic Materials, Communication, Energy, Industrial, Consumer Defensive, Health, Utilities, Real Estate, Derivatives. Its top holdings are

As it is a global - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The investment objective of the scheme is to provide long-term capital appreciation by investing in an overseas mutual fund scheme that invests in a diversified portfolio of securities as prescribed by SEBI from time to time in global emerging markets.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Kotak Global Emerging Market Fund Direct Growth has no lock in period.